Can I pull Bills from QuickBooks Online to ApprovalMax?
Can I pull Bills from QuickBooks Online to ApprovalMax?
Pulling existing Bills from QuickBooks Online to ApprovalMax is currently not possible because the QuickBooks Online API doesn't allow ApprovalMax to do this.
However, you can create your Bills directly in ApprovalMax, run them through predefined approval workflow and then push the approved Bills to QuickBooks Online. This works the same way as the creation of Purchase Orders. For further details, please refer to our article: "How does the "Bill creation and approval" workflow for QuickBooks Online work.
Currently it works this way: ApprovalMax does not allocate the next Purchase Order/Bill number as QuickBooks Online does this for us to ensure that the numbers don't get duplicated. Please note: this is only the case if the "Custom No" option has ...
ApprovalMax allows Purchase Order Requesters to copy fully approved Purchase Orders to Bills. Please note: the Purchase Order Requester needs to be added also as a Bill Requester in the "Bill Creation and Approval" workflow. This is how it works: ...
Xero-connected users have several options for creating Bills in ApprovalMax: By pulling Bills with the "Awaiting Approval" status from Xero By creating Bills directly in ApprovalMax By creating via direct integration between ApprovalMax and Dext If ...
ApprovalMax product walk-through: How to set up the connection between Dext and ApprovalMax How to set up the connection between Dext and ApprovalMax You can also refer to this article: How can I establish a connection between Dext, ApprovalMax and ...
Integrating Dext with your ApprovalMax "Bill creation and approval" workflow enables Dext to push cost item directly to ApprovalMax. ApprovalMax will then run the predefined "Bill creation and approval" workflow for such bills and, after their final ...